Wisdom Investment Strategies, LLC

Wisdom Investment Strategies provides discretionary portfolio management, stand‑alone financial planning, and sub‑advisory services to individuals (including high‑net‑worth clients), business entities, charitable organizations, endowments, and other registered investment advisers. The firm offers ongoing, tailored portfolio management as well as hourly financial planning engagements.

Investment advice is delivered through a discretionary, customized process that uses a proprietary equity selection methodology called Wisdom Select, supported by fundamental and technical analysis, long‑ and short‑term holdings, and the use of options primarily for risk management. The brochure emphasizes custody and execution through large custodians—discussing Schwab’s institutional platform—while also noting instances where directed brokerage to a different custodian may be required, which can affect execution choices.

A notable and less common feature is that the firm may charge performance‑based fees for qualifying clients, limited to assets managed under its proprietary equity process and assessed relative to an external market benchmark and an annual hurdle. The firm operates at a relatively small scale with a limited client base and discloses that its principals engage in separate business activities (including a succession‑planning practice and business consulting) that are represented as distinct from the advisory services offered to clients.